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Report: 2021 Reporting and Disclosure Guide: Retirement and Welfare Benefit Plans

Report: 2021 Reporting and Disclosure Guide: Retirement and Welfare Benefit Plans

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To help you meet your employee benefit reporting and disclosure (R&D) obligations, download the latest edition of our reporting and disclosure guide for retirement and welfare benefit plans.

The guide includes:

  • A summary of major ERISA R&D requirements to help you meet your compliance obligations
  • Up-to-date information on required notices for health, welfare, wellness, and defined benefit and defined contribution retirement plans
  • The latest associated penalties for noncompliance

We’ve also included information on temporary COVID-19 related changes and reminders in an appendix. The due dates indicated in this guide are accurate but do not reflect any temporary extensions issued in response to the pandemic.